SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 901 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,296,653 | -6.6% | 32,457 | -4.1% | 1.50% | -0.3% |
| Q2 2023 | $2,457,966 | -40.5% | 33,847 | -40.1% | 1.50% | -43.1% |
| Q1 2023 | $4,134,199 | -22.5% | 56,509 | -20.0% | 2.64% | -23.1% |
| Q4 2022 | $5,333,957 | +9.1% | 70,611 | -4.1% | 3.44% | +4.9% |
| Q3 2022 | $4,890,000 | -6.1% | 73,609 | +1.3% | 3.28% | +1.8% |
| Q2 2022 | $5,205,000 | -11.1% | 72,668 | -2.1% | 3.22% | +9.4% |
| Q1 2022 | $5,856,000 | +33.5% | 74,230 | +36.7% | 2.94% | +35.9% |
| Q4 2021 | $4,388,000 | +8.2% | 54,285 | -0.6% | 2.16% | +0.3% |
| Q3 2021 | $4,055,000 | -0.7% | 54,621 | +1.1% | 2.16% | +0.6% |
| Q2 2021 | $4,085,000 | +8.2% | 54,025 | +4.4% | 2.15% | +4.8% |
| Q1 2021 | $3,775,000 | +27.2% | 51,767 | +11.9% | 2.05% | +17.2% |
| Q4 2020 | $2,968,000 | +16.7% | 46,281 | +0.6% | 1.75% | +1.2% |
| Q3 2020 | $2,544,000 | – | 46,010 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,479,869 | $108,267,251 | 36.83% |
| Kellett Wealth Advisors, LLC | 456,560 | $33,401,963 | 32.12% |
| Rezny Wealth Management, Inc. | 884,342 | $64,698,461 | 23.87% |
| Davidson Capital Management Inc. | 535,358 | $39,166,792 | 23.79% |
| Reitz Capital Advisors LLC | 326,942 | $23,919,089 | 22.07% |
| HHM Wealth Advisors, LLC | 1,344,131 | $98,336,606 | 20.08% |
| Walker Financial Services, Inc. | 265,028 | $19,389,476 | 19.98% |
| Whelan Financial | 486,301 | $35,577,780 | 19.73% |
| WFA Asset Management Corp | 424,139 | $31,030,045 | 19.04% |
| Wealth Management Solutions, LLC | 452,105 | $33,075,969 | 19.04% |